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RMI

RiverNorth Opportunistic Municipal Income Fund

21 hedge funds and large institutions have $18.4M invested in RiverNorth Opportunistic Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $14.4M → $18.4M (+$4M)

24% more funds holding

Funds holding: 1721 (+4)

3.41% more ownership

Funds ownership: 15.45%18.86% (+3.4%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$4.65M +$3.13M +192,694 +211%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.59M -$344K -21,148 -12%
AAM
3
Advisors Asset Management
Colorado
$2.19M -$158K -9,719 -7%
UBS Group
4
UBS Group
Switzerland
$1.95M +$266K +16,361 +16%
Morgan Stanley
5
Morgan Stanley
New York
$1.65M -$341K -21,003 -17%
Wells Fargo
6
Wells Fargo
California
$875K -$65.7K -4,042 -7%
WS
7
Wedbush Securities
California
$660K +$11.9K +734 +2%
CWS
8
Cypress Wealth Services
California
$531K
FM
9
Family Management
New York
$525K -$78.5K -4,834 -13%
Osaic Holdings
10
Osaic Holdings
Arizona
$475K +$50K +3,079 +12%
LPL Financial
11
LPL Financial
California
$426K +$424K +26,085 New
NW
12
NewEdge Wealth
Pennsylvania
$391K -$70.6K -4,347 -15%
RJA
13
Raymond James & Associates
Florida
$356K +$354K +21,793 New
PFS
14
Prospera Financial Services
Texas
$272K -$25.5K -1,567 -9%
BRWA
15
B. Riley Wealth Advisors
Florida
$228K
Bank of America
16
Bank of America
North Carolina
$210K -$22.1K -1,361 -10%
Stifel Financial
17
Stifel Financial
Missouri
$180K +$179K +11,010 New
TPWM
18
Twelve Points Wealth Management
Massachusetts
$167K
USCWA
19
U.S. Capital Wealth Advisors
Texas
$32.7K +$32.5K +2,000 New
TRCT
20
Tower Research Capital (TRC)
New York
$10K +$9.75K +600 New
ASN
21
Advisory Services Network
Georgia
$9.68K +$9.62K +592 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
-$43K -2,800 Closed
WAM
23
Wolverine Asset Management
Illinois
-$14K -941 Closed

RMI Hedge Fund Activity: Q4 2022 in Review

21 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Opportunistic Municipal Income Fund (RMI) for Q4 2022, worth a combined $18.4M — up 28% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RMI positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $3.13M. The largest seller was Royal Bank of Canada, cutting an estimated $344K.

  • 21 institutional investors held RiverNorth Opportunistic Municipal Income Fund (RMI) as of Q4 2022, up from 17 in Q3 2022.
  • Funds reported $18.4M of RiverNorth Opportunistic Municipal Income Fund stock for Q4 2022, up 28% quarter-over-quarter.
  • 6 funds opened new RiverNorth Opportunistic Municipal Income Fund positions in Q4 2022 and 2 closed out, a net change of +4 holders.
  • The largest RiverNorth Opportunistic Municipal Income Fund buyer in Q4 2022 was Stratos Wealth Partners, an estimated $3.13M added.
  • The largest RiverNorth Opportunistic Municipal Income Fund seller in Q4 2022 was Royal Bank of Canada, an estimated $344K sold.

Based on aggregated 13F filings for Q4 2022.